Molly Wheeler Portfolio
Invests via Burk Holdings LLC | Managed by Molly Wheeler
Invests via Burk Holdings LLC
Managed by Molly Wheeler
Automatically Tracked
A seasoned growth-stage investor and former operator focused on SaaS and fintech, delivering operational insight to scaling teams and boards. Molly Wheeler combines product and GTM experience with capital formation, sourcing deals in enterprise software, payments and data infrastructure. Active in Series A–C rounds, advises founders on go-to-market, metrics and fundraising strategy.
A seasoned growth-stage investor and former operator focused on SaaS and fintech, delivering operational insight to scaling teams and boards. Molly Wheeler combines product and GTM experience with capital formation, sourcing deals in enterprise software, payments and data infrastructure. Active in Series A–C rounds, advises founders on go-to-market, metrics and fundraising strategy.
Investment Philosophy & Strategy
Operates as a growth-stage investor focused on SaaS, payments and data infrastructure, privileging product-led businesses with repeatable GTM motion and clear unit economics. Prefers Series A–C allocations sized to accelerate go-to-market and product-market fit, pairing capital with hands-on operational guidance on metrics, pricing and hiring. Emphasizes founder alignment, durable customer retention and defensible technical/IP moats, applying pragmatic risk limits and milestone-driven follow-on discipline to de-risk scale investments over 18–36 horizons.
Operates as a growth-stage investor focused on SaaS, payments and data infrastructure, privileging product-led businesses with repeatable GTM motion and clear unit economics. Prefers Series A–C allocations sized to accelerate go-to-market and product-market fit, pairing capital with hands-on operational guidance on metrics, pricing and hiring. Emphasizes founder alignment, durable customer retention and defensible technical/IP moats, applying pragmatic risk limits and milestone-driven follow-on discipline to de-risk scale investments over 18–36 horizons.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
44.35%
Gain +0.64%
Monthly
1.85%
Yearly
24.61%
Drawdown
15.75%
$273.69M
Equity
Holdings
$273.69M
Investment
$220.22M
$54.87M
Profit +$988,367.37
Realized
$1.4M
Unrealized
$53.47M
Dividends
$6.06M
Goals
Avg. 62.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.64%
Profit
$988,367.37
Win %
73%
This Week
Compared To Last Week
Gain
0.33%
Profit
$889,427.15
Win %
73%
This Month
Compared to last month
Gain
0.36%
Profit
$988,367.37
Win %
73%
This Year
Compared to last year
Gain
1.25%
Profit
$3.39M
Win %
72%
MICC The Magnum Ice Cream Company N.V.
+16.07%
+$7.2 
P Everpure Inc.
+5.34%
+$83.3 
MORN Morningstar, Inc.
+4.75%
+$46.9 
PLTR Palantir Technologies Inc.
+4.66%
+$717.3 
MU Micron Technology, Inc.
+4.23%
+$3,006.12 
VLO Valero Energy Corporation
+3.85%
+$699.05 
TSLA Tesla, Inc.
+3.8%
+$4,631.4 
INTC Intel Corporation
+3.58%
+$1,043.29 
OMC Omnicom Group Inc.
+3.33%
+$59.85 
KNX Knight-Swift Transportation Holdings Inc.
+2.79%
+$177.11 
META Meta Platforms Inc Class A
+2.79%
+$15,136.7 
BTI British American Tobacco p.l.c. ADR
+2.7%
+$75.5 
MSTR Strategy Inc.
+2.39%
+$13.62 
CCI Crown Castle Inc.
+2.38%
+$56.32 
PYPL PayPal Holdings Inc
+2.35%
+$208.5 
MDLZ Mondelez International, Inc.
+2.17%
+$106.65 
KR Kroger Co.
+2.09%
+$54.99 
ORCL Oracle Corporation
+1.92%
+$320.46 
BLK BlackRock, Inc.
+1.89%
+$372.81 
CTSH Cognizant Technology Solutions Corporation
+1.87%
+$19.62 
EXR Extra Space Storage Inc.
+1.8%
+$29.04 
ALB Albemarle Corporation
+1.67%
+$29.96 
BLDR Builders FirstSource, Inc.
+1.59%
+$48.3 
PSA Public Storage Common Stock
+1.59%
+$35.98 
BMY Bristol-Myers Squibb Company
+1.49%
+$48.45 
UNP Union Pacific Corporation
+1.38%
+$125.86 
ALGN Align Technology, Inc.
+1.25%
+$85.02 
MO Altria Group, Inc.
+1.09%
+$32.9 
WRB W.R. Berkley Corporation
+1.06%
+$20.72 
QCOM QUALCOMM Incorporated
+1.05%
+$361.2 
LOW Lowe's Companies Inc.
+1.04%
+$184.5 
AAPL Apple Inc.
+1%
+$15,269.73 
NMR Nomura Holdings Inc. Sponsored ADR
+0.91%
+$13.95 
SNN Smith & Nephew plc ADR
+0.91%
+$5.4 
ERIC Telefonaktiebolaget LM Ericsson American Depositary Shares
+0.88%
+$97.74 
AAL American Airlines Group Inc.
+0.87%
+$76.05 
GOOGL Alphabet Inc
+0.82%
+$4,167.95 
TJX The TJX Companies, Inc.
+0.79%
+$80.4 
PGR Progressive Corporation
+0.72%
+$42 
SPY SPDR S&P 500 ETF Trust
+0.7%
+$8,133.53 
SCHW Charles Schwab Corporation
+0.66%
+$41.04 
MTG MGIC Investment Corporation
+0.65%
+$9.8 
NGG National Grid plc Sponsored ADR
+0.65%
+$12.48 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.57%
+$3,015.74 
BSX Boston Scientific Corporation
+0.53%
+$19.71 
AVLV Avantis U.S. Large Cap Value ETF
+0.5%
+$38,008.9 
EQIX Equinix, Inc.
+0.43%
+$59.93 
SPG Simon Property Group, Inc.
+0.41%
+$21.84 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.41%
+$43 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.38%
+$452.76 
SHW The Sherwin-Williams Company
+0.37%
+$534.6 
PLD Prologis Inc.
+0.34%
+$30.24 
YUM Yum! Brands, Inc.
+0.34%
+$12.75 
GSK GSK plc Sponsored ADR
+0.3%
+$26.7 
NYT New York Times Co.
+0.28%
+$3.06 
OKE ONEOK, Inc.
+0.18%
+$595 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.15%
+$11,120.34 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.13%
+$18.06 
JPIE JPMorgan Income ETF
+0.13%
+$140.94 
CHD Church & Dwight Co., Inc.
+0.08%
+$6.72 
VDE Vanguard Energy ETF
+0.01%
+$0.13 
DFMC DFA U.S. Micro Cap Portfolio ETF
0%
+$1.2 
A Agilent Technologies Inc.
0%
$0 
ABBV AbbVie Inc.
0%
$0 
ABT Abbott Laboratories
0%
$0 
ADI Analog Devices, Inc.
0%
$0 
ADBE Adobe Inc.
0%
$0 
ADP Automatic Data Processing Inc.
0%
$0 
ADSK Autodesk, Inc.
0%
$0 
ADM Archer-Daniels-Midland Co
0%
$0 
AEG Aegon N.V.
0%
$0 
AEE Ameren Corporation
0%
$0 
AER AerCap Holdings N.V.
0%
$0 
AES AES Corporation
0%
$0 
AFL Aflac Inc.
0%
$0 
AIG American International Group Inc.
0%
$0 
AIZ Assurant Inc.
0%
$0 
ALL Allstate Corporation
0%
$0 
AME Ametek Inc.
0%
$0 
AMGN Amgen Inc.
0%
$0 
AMD Advanced Micro Devices, Inc.
0%
$0 
AMX América Móvil, S.A.B. de C.V.
0%
$0 
AMT American Tower Corporation
0%
$0 
AMP Ameriprise Financial, Inc.
0%
$0 
AMZN Amazon.com Inc
0%
$0 
AON Aon plc
0%
$0 
APH Amphenol Corporation
0%
$0 
APD Air Products and Chemicals, Inc.
0%
$0 
APTV Aptiv PLC
0%
$0 
ARGX argenx SE American Depositary Receipt
0%
$0 
ASML ASML Holding N.V. New York Registry Shares
0%
$0 
ASO Academy Sports and Outdoors, Inc.
0%
$0 
AVGO Broadcom Inc.
0%
$0 
AWK American Water Works Company, Inc.
0%
$0 
AVY Avery Dennison Corporation
0%
$0 
AXON Axon Enterprise, Inc.
0%
$0 
AXP American Express Company
0%
$0 
AZO AutoZone Inc.
0%
$0 
AZN AstraZeneca PLC American Depositary Shares
0%
$0 
BAER Bridger Aerospace Group Holdings, Inc.
0%
$0 
BABA Alibaba Group Holding Limited SP ADR
0%
$0 
BAC Bank of America Corporation
0%
$0 
BBY Best Buy Co., Inc.
0%
$0 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
0%
$0 
BCSF Bain Capital Specialty Finance Inc.
0%
$0 
BCS Barclays PLC Sponsored ADR
0%
$0 
BHP BHP Group Ltd.
0%
$0 
BIIB Biogen Inc.
0%
$0 
BKNG Booking Holdings Inc.
0%
$0 
BKR Baker Hughes Company
0%
$0 
BOKF BOK Financial Corporation
0%
$0 
BOX Box Inc.
0%
$0 
BR Broadridge Financial Solutions, Inc.
0%
$0 
BUD Anheuser-Busch InBev S.A. ADR
0%
$0 
BX Blackstone Inc.
0%
$0 
C Citigroup Inc.
0%
$0 
CAH Cardinal Health Inc.
0%
$0 
CARR Carrier Global Corporation
0%
$0 
CAT Caterpillar Inc.
0%
$0 
CASY Casey's General Stores Inc.
0%
$0 
CB Chubb Limited
0%
$0 
CBOE Cboe Global Markets Inc.
0%
$0 
CDNS Cadence Design Systems, Inc.
0%
$0 
CEG Constellation Energy Corporation
0%
$0 
CF CF Industries Holdings, Inc.
0%
$0 
CGBD Carlyle Secured Lending, Inc.
0%
$0 
CI The Cigna Group
0%
$0 
CHRW C.H. Robinson Worldwide, Inc.
0%
$0 
CINF Cincinnati Financial Corporation
0%
$0 
CL Colgate-Palmolive Company
0%
$0 
CMI Cummins Inc.
0%
$0 
CME CME Group Inc.
0%
$0 
CMS CMS Energy Corporation
0%
$0 
CNC Centene Corporation
0%
$0 
CNP CenterPoint Energy Inc.
0%
$0 
COF Capital One Financial Corporation
0%
$0 
COR Cencora, Inc.
0%
$0 
CPRT Copart Inc.
0%
$0 
CRL Charles River Laboratories International, Inc.
0%
$0 
CRM Salesforce Inc
0%
-$0.01 
CRWD CrowdStrike Holdings, Inc.
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
CTAS Cintas Corporation
0%
$0 
CSX CSX Corporation
0%
$0 
CSWC Capital Southwest Corporation
0%
$0 
CTVA Corteva Inc.
0%
$0 
CVX Chevron Corporation
0%
$0 
CVS CVS Health Corporation
0%
$0 
D Dominion Energy, Inc.
0%
$0 
DAL Delta Air Lines, Inc.
0%
$0 
DB Deutsche Bank AG
0%
$0 
DDOG Datadog, Inc. Class A Common Stock
0%
$0 
DD DuPont de Nemours, Inc.
0%
$0 
DE Deere & Company
0%
$0 
DHI D.R. Horton, Inc.
0%
$0 
DGX Quest Diagnostics Inc.
0%
$0 
DG Dollar General Corporation
0%
$0 
DIS The Walt Disney Company
0%
$0 
DINO HF Sinclair Corporation
0%
$0 
DHR Danaher Corporation
0%
$0 
DKNG DraftKings Inc.
0%
$0 
DLTR Dollar Tree, Inc.
0%
$0 
DLR Digital Realty Trust, Inc.
0%
$0 
DOW Dow Inc.
0%
$0 
DRI Darden Restaurants, Inc.
0%
$0 
DTE DTE Energy Company
0%
$0 
DUK Duke Energy Corporation
0%
$0 
DTM Dt Midstream Inc.
0%
$0 
DVA DaVita Inc.
0%
$0 
DVN Devon Energy Corporation
0%
$0 
DXCM DexCom, Inc.
0%
$0 
E Eni S.p.A. Sponsored ADR
0%
$0 
EA Electronic Arts Inc.
0%
$0 
EBAY eBay Inc.
0%
$0 
ECL Ecolab Inc.
0%
$0 
ED Consolidated Edison, Inc.
0%
$0 
EFX Equifax Inc.
0%
$0 
EG Everest Group, Ltd.
0%
$0 
ELV Elevance Health, Inc.
0%
$0 
EME EMCOR Group, Inc.
0%
$0 
EMR Emerson Electric Co.
0%
$0 
ES Eversource Energy
0%
$0 
ESLT Elbit Systems Ltd.
0%
$0 
ET Energy Transfer L.P.
0%
$0 
ETR Entergy Corporation
0%
$0 
ETN Eaton Corporation plc
0%
$0 
EVRG Evergy Inc.
0%
$0 
EXPD Expeditors International of Washington, Inc.
0%
$0 
EXPE Expedia Group, Inc.
0%
$0 
EXC Exelon Corporation
0%
$0 
F Ford Motor Company
0%
$0 
FANG Diamondback Energy Inc
0%
$0 
FCX Freeport-McMoRan Inc.
0%
$0 
FDX FedEx Corporation
0%
$0 
FE FirstEnergy Corp.
0%
$0 
FDUS Fidus Investment Corporation
0%
$0 
FFIV F5 Inc.
0%
$0 
FITB Fifth Third Bancorp
0%
$0 
FMS Fresenius Medical Care AG & Co. KGaA ADR
0%
$0 
FOXA Fox Corporation
0%
$0 
FRT Federal Realty Investment Trust
0%
$0 
FTNT Fortinet Inc.
0%
$0 
FUTU Futu Holdings Limited - ADR
0%
$0 
GAIN Gladstone Investment Corporation
0%
$0 
GBDC Golub Capital BDC, Inc.
0%
$0 
GD General Dynamics Corporation
0%
$0 
GEHC GE HealthCare Technologies Inc.
0%
$0 
GIB CGI Inc.
0%
$0 
GILD Gilead Sciences Inc.
0%
$0 
GL Globe Life Inc.
0%
$0 
GMAB Genmab A/S Sponsored ADR
0%
$0 
GM General Motors Company
0%
$0 
GLW Corning Incorporated
0%
$0 
GNTX Gentex Corporation
0%
$0 
GOOG Alphabet Inc
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
$0 
GWW W.W. Grainger, Inc.
0%
$0 
HAL Halliburton Company
0%
$0 
HCA HCA Healthcare Inc.
0%
$0 
HD The Home Depot, Inc.
0%
$0 
HII Huntington Ingalls Industries Inc.
0%
$0 
HIG The Hartford Insurance Group, Inc.
0%
$0 
HLN Haleon Plc - ADR
0%
$0 
HLT Hilton Worldwide Holdings Inc.
0%
$0 
HPQ HP Inc.
0%
$0 
HPE Hewlett Packard Enterprise Company
0%
$0 
HTGC Hercules Capital Inc.
0%
$0 
HSIC Henry Schein, Inc.
0%
$0 
HST Host Hotels & Resorts Inc.
0%
$0 
HSY The Hershey Company
0%
$0 
HSBC HSBC Holdings plc Sponsored ADR
0%
$0 
HWM Howmet Aerospace Inc.
0%
$0 
IBM International Business Machines Corporation
0%
$0 
ICE Intercontinental Exchange, Inc.
0%
$0 
IDXX IDEXX Laboratories, Inc.
0%
$0 
IEX IDEX Corporation
0%
$0 
IHG Intercontinental Hotels Group PLC ADR
0%
$0 
INDI Indie Semiconductor, Inc.
0%
$0 
ING ING Groep N.V. Sponsored ADR
0%
$0 
INTU Intuit Inc.
0%
$0 
IRM Iron Mountain Inc.
0%
$0 
IQV IQVIA Holdings Inc.
0%
$0 
ISRG Intuitive Surgical, Inc.
0%
$0 
ITW Illinois Tool Works Inc.
0%
$0 
IX Orix Corporation Sponsored ADR
0%
$0 
JCI Johnson Controls International plc
0%
+$0.02 
JBHT J.B. Hunt Transport Services, Inc.
0%
$0 
JNJ Johnson & Johnson
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
KD Kyndryl Holdings Inc.
0%
$0 
KEY KeyCorp
0%
$0 
KMI Kinder Morgan, Inc.
0%
$0 
KMB Kimberly-Clark Corporation
0%
$0 
KKR KKR & Co. Inc.
0%
$0 
KLAC KLA Corporation
0%
$0 
KO The Coca-Cola Company
0%
$0 
L Loews Corporation
0%
$0 
LADR Ladder Capital Corp.
0%
$0 
LFVN LifeVantage Corporation
0%
$0 
LEN Lennar Corporation
0%
$0 
LH Labcorp Holdings Inc.
0%
$0 
LHX L3Harris Technologies, Inc.
0%
$0 
LII Lennox International Inc.
0%
$0 
LIN Linde plc
0%
$0 
LLY Eli Lilly and Company
0%
-$0.02 
LMT Lockheed Martin Corporation
0%
$0 
LOGI Logitech International S.A.
0%
$0 
LNT Alliant Energy Corporation
0%
$0 
LRCX Lam Research Corporation
0%
$0 
LUV Southwest Airlines Co.
0%
$0 
LVS Las Vegas Sands Corp.
0%
$0 
LYG Lloyds Banking Group Plc ADR
0%
$0 
LYB LyondellBasell Industries N.V.
0%
$0 
MA Mastercard Incorporated
0%
$0 
MAS Masco Corporation
0%
$0 
MAR Marriott International Inc. - Class A
0%
$0 
MCD McDonald's Corporation
0%
$0 
MCHP Microchip Technology Incorporated
0%
$0 
MCO Moody's Corporation
0%
$0 
MDT Medtronic plc
0%
$0 
MET MetLife Inc.
0%
$0 
MFG Mizuho Financial Group Inc. ADR
0%
$0 
MGM MGM Resorts International
0%
$0 
MKC McCormick & Company, Incorporated
0%
$0 
MKL Markel Group Inc.
0%
$0 
MLM Martin Marietta Materials, Inc.
0%
$0 
MMM 3M Company
0%
$0 
MNST Monster Beverage Corporation
0%
$0 
MPC Marathon Petroleum Corporation
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MS Morgan Stanley
0%
$0 
MSCI MSCI Inc.
0%
$0 
MSFT Microsoft Corp.
0%
+$0.03 
MSI Motorola Solutions, Inc.
0%
$0 
MT ArcelorMittal S.A.
0%
$0 
MTB M&T Bank Corporation
0%
$0 
NDAQ Nasdaq, Inc.
0%
$0 
NEE NextEra Energy, Inc.
0%
$0 
NFLX Netflix, Inc.
0%
$0 
NKE Nike, Inc. - Class B
0%
$0 
NOK Nokia Corporation Sponsored ADR
0%
$0 
NOC Northrop Grumman Corporation
0%
$0 
NOW ServiceNow, Inc.
0%
$0 
NSC Norfolk Southern Corporation
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
NTAP NetApp, Inc.
0%
$0 
NUE Nucor Corporation
0%
$0 
NVDA NVIDIA Corporation
0%
$0 
NWG NatWest Group plc Sponsored ADR
0%
$0 
NXPI NXP Semiconductors N.V.
0%
$0 
O Realty Income Corporation
0%
$0 
OBDC Blue Owl Capital Corporation
0%
$0 
OCSL Oaktree Specialty Lending Corporation
0%
$0 
OGS One Gas Inc.
0%
$0 
ON ON Semiconductor Corporation
0%
$0 
ORLY O'Reilly Automotive Inc.
0%
$0 
OTIS Otis Worldwide Corporation
0%
$0 
OXY Occidental Petroleum Corporation
0%
$0 
PANW Palo Alto Networks, Inc.
0%
$0 
PAYX Paychex Inc.
0%
$0 
PCAR PACCAR Inc.
0%
$0 
PCG PG&E Corporation
0%
$0 
PEG Public Service Enterprise Group Incorporated
0%
$0 
PEP PepsiCo, Inc.
0%
$0 
PFG Principal Financial Group, Inc.
0%
$0 
PFLT PennantPark Floating Rate Capital Ltd.
0%
$0 
PFE Pfizer Inc.
0%
$0 
PG Procter & Gamble Co
0%
$0 
PH Parker-Hannifin Corporation
0%
$0 
PHG Koninklijke Philips N.V.
0%
$0 
PHM PulteGroup Inc.
0%
$0 
PKG Packaging Corporation of America
0%
$0 
PM Philip Morris International Inc.
0%
$0 
PNC The PNC Financial Services Group, Inc.
0%
$0 
PODD Insulet Corporation
0%
$0 
PPG PPG Industries Inc.
0%
$0 
PRU Prudential Financial, Inc.
0%
$0 
PSTL Postal Realty Trust, Inc.
0%
$0 
PSX Phillips 66
0%
$0 
PSO Pearson plc Sponsored ADR
0%
$0 
PUK Prudential plc ADR
0%
$0 
PWR Quanta Services Inc.
0%
$0 
RACE Ferrari N.V.
0%
$0 
RCL Royal Caribbean Group
0%
$0 
REG Regency Centers Corporation
0%
$0 
RELX Relx PLC Sponsored ADR
0%
$0 
REGN Regeneron Pharmaceuticals, Inc.
0%
$0 
RGLD Royal Gold Inc.
0%
$0 
RJF Raymond James Financial Inc.
0%
$0 
RIO Rio Tinto Plc Sponsored ADR
0%
$0 
RMD ResMed Inc.
0%
$0 
ROP Roper Technologies Inc.
0%
$0 
ROL Rollins, Inc.
0%
$0 
ROK Rockwell Automation, Inc.
0%
$0 
RSG Republic Services, Inc.
0%
$0 
RTX RTX Corporation
0%
$0 
RYAAY Ryanair Holdings plc American Depositary Receipt
0%
$0 
SAN Banco Santander S.A. Sponsored ADR
0%
$0 
SAP SAP SE Sponsored ADR
0%
$0 
SBUX Starbucks Corporation
0%
$0 
SBRA Sabra Health Care REIT, Inc.
0%
$0 
SE Sea Ltd.
0%
$0 
SHEL Shell plc
0%
$0 
SLRC SLR Investment Corp.
0%
$0 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
0%
$0 
SNA Snap-on Inc.
0%
$0 
SNAP Snap Inc.
0%
$0 
SNPS Synopsys, Inc.
0%
$0 
SO The Southern Company
0%
$0 
SOLS Sollensys Corp
0%
$0 
SPGI S&P Global Inc.
0%
$0 
SRE Sempra
0%
$0 
STT State Street Corp
0%
$0 
STM STMicroelectronics N.V.
0%
$0 
STLD Steel Dynamics Inc.
0%
$0 
STX Seagate Technology Holdings plc
0%
-$0.01 
STZ Constellation Brands, Inc.
0%
$0 
SWK Stanley Black & Decker Inc.
0%
$0 
SYK Stryker Corporation
0%
$0 
SYF Synchrony Financial
0%
$0 
SYY Sysco Corporation
0%
$0 
T AT&T Inc.
0%
$0 
TAK Takeda Pharmaceutical Company Limited American Depositary Receipt
0%
$0 
TAP Molson Coors Beverage Company
0%
$0 
TCPC BlackRock TCP Capital Corp.
0%
$0 
TER Teradyne, Inc.
0%
$0 
TEL TE Connectivity plc
0%
$0 
TFC Truist Financial Corporation
0%
$0 
TEVA Teva Pharmaceutical Industries Ltd. ADR
0%
$0 
TGT Target Corporation
0%
$0 
TMUS T-Mobile US, Inc.
0%
$0 
TMO Thermo Fisher Scientific Inc.
0%
$0 
TPR Tapestry Inc.
0%
$0 
TRIN Trinity Capital Inc.
0%
$0 
TROW T. Rowe Price Group, Inc.
0%
$0 
TSCO Tractor Supply Company
0%
$0 
TRV The Travelers Companies, Inc.
0%
$0 
TS Tenaris S.A.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TT Trane Technologies plc
0%
$0 
TSLX Sixth Street Specialty Lending Inc.
0%
$0 
TTWO Take-Two Interactive Software, Inc.
0%
$0 
TXN Texas Instruments Inc
0%
$0 
TYL Tyler Technologies Inc.
0%
$0 
TXT Textron Inc.
0%
$0 
UAL United Airlines Holdings, Inc.
0%
$0 
UBS UBS Group AG
0%
$0 
UBER Uber Technologies, Inc.
0%
$0 
UL Unilever PLC Sponsored American Depositary Receipt
0%
$0 
UPS United Parcel Service, Inc.
0%
$0 
URI United Rentals, Inc.
0%
$0 
USB U.S. Bancorp
0%
$0 
V Visa Inc. Class A
0%
$0 
VMC Vulcan Materials Company
0%
$0 
VLTO Veralto Corporation
0%
$0 
VOD Vodafone Group Public Limited Company American Depositary Receipt
0%
$0 
VRTX Vertex Pharmaceuticals Incorporated
0%
$0 
VRSN Verisign Inc.
0%
$0 
VTRS Viatris Inc.
0%
$0 
VTR Ventas Inc.
0%
$0 
VZ Verizon Communications Inc.
0%
$0 
WAB Wabtec Corporation
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
WAT Waters Corporation
0%
$0 
WDS Woodside Energy Group Ltd American Depositary Receipt
0%
$0 
WDC Western Digital Corporation
0%
$0 
WEC WEC Energy Group Inc.
0%
$0 
WELL Welltower Inc.
0%
$0 
WFC Wells Fargo & Company
0%
$0 
WM Waste Management, Inc.
0%
$0 
WMB The Williams Companies, Inc.
0%
$0 
WTW Willis Towers Watson Public Limited Company
0%
$0 
WTM White Mountains Insurance Group Ltd.
0%
$0 
WYNN Wynn Resorts, Limited
0%
$0 
WY Weyerhaeuser Company
0%
$0 
XEL Xcel Energy Inc.
0%
$0 
XOM Exxon Mobil Corporation
0%
$0 
XYL Xylem Inc.
0%
$0 
ZION Zions Bancorporation, National Association
0%
$0 
ZTS Zoetis Inc.
0%
$0 
ZS Zscaler Inc.
0%
$0 
AGG iShares Core U.S. Aggregate Bond ETF
0%
$0 
AVIV Avantis International Large Cap Value ETF
0%
$0 
AVUS Avantis U.S. Equity ETF
0%
+$0.29 
AVUV Avantis U.S. Small Cap Value ETF
0%
$0 
AVDE Avantis International Equity ETF
0%
-$0.1 
AVLC Avantis U.S. Large Cap Equity ETF
0%
$0 
AVGE FRCL 3 2022Q3 Hb Float
0%
$0 
AVDV Avantis International Small Cap Value ETF
0%
$0 
AVSC Avantis U.S. Small Cap Equity ETF
0%
$0 
AVEM Avantis Emerging Markets Equity ETF
0%
$0 
AVRE Avantis Real Estate ETF
0%
+$0.07 
AVSF Avantis Short-Term Fixed Income ETF
0%
$0 
BLV Vanguard Long-Term Bond ETF
0%
$0 
BOTZ Global X Robotics & Artificial Intelligence ETF
0%
$0 
BNDX Vanguard Total International Bond ETF
0%
$0 
DFAS Dimensional U.S. Small Cap ETF
0%
$0 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
0%
$0 
DFNM Dimensional National Municipal Bond ETF
0%
$0 
DFIC Dimensional International Core Equity Market ETF
0%
$0 
DFIP Dimensional Inflation-Protected Securities ETF
0%
$0 
DFGR Dimensional Global Real Estate ETF
0%
$0 
DFAR Dimensional US Real Estate ETF
0%
$0 
DFLV Dimensional US Large Cap Value ETF
0%
$0 
DFIV Dimensional International Value ETF
0%
$0 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
DFAW Dimensional World Equity ETF
0%
$0 
DFSI Dimensional International Sustainability Core 1 ETF
0%
$0 
DFAE Dimensional Emerging Core Equity Market ETF
0%
$0 
DFUV Dimensional US Marketwide Value ETF
0%
$0 
DFUS Dimensional U.S. Equity Market ETF
0%
$0 
DFCF Dimensional Core Fixed Income ETF
0%
$0 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
0%
$0 
DFAT Dimensional US Targeted Value ETF
0%
$0 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
0%
$0 
DFAU Dimensional US Core Equity Market ETF
0%
$0 
DRLL Strive U.S. Energy ETF
0%
$0 
DUHP Dimensional US High Profitability ETF
0%
$0 
DISV Dimensional International Small Cap Equity Fund
0%
$0 
DUSB Dimensional Ultrashort Fixed Income ETF
0%
$0 
DIA SPDR Dow Jones Industrial Average ETF Trust
0%
-$0.01 
EFA iShares MSCI EAFE ETF
0%
$0 
FENY Fidelity MSCI Energy Index ETF
0%
$0 
FIVA Fidelity International Value Factor ETF
0%
$0 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
0%
$0 
FNDC Schwab Fundamental International Small Company Index ETF
0%
$0 
FNDF Schwab Fundamental International Large Company Index ETF
0%
$0 
FLTB Fidelity Limited Term Bond ETF
0%
$0 
FNDX Schwab Fundamental U.S. Large Company Index ETF
0%
$0 
FNDA Schwab Fundamental U.S. Small Company ETF
0%
$0 
FQAL Fidelity Quality Factor ETF
0%
$0 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
0%
$0 
GLD SPDR Gold Shares
0%
$0 
IEMG iShares Core MSCI Emerging Markets ETF
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IJR iShares Core S&P Small-Cap ETF
0%
+$0.02 
IJK iShares S&P Mid-Cap 400 Growth ETF
0%
$0 
IJH iShares Core S&P Mid-Cap ETF
0%
+$0.02 
IJJ iShares S&P Mid-Cap 400 Value ETF
0%
$0 
ITOT iShares Core S&P Total U.S. Stock Market ETF
0%
-$0.02 
IVV iShares Core S&P 500 ETF
0%
$0 
IWB iShares Russell 1000 ETF
0%
$0 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
0%
$0 
IWN iShares Russell 2000 Value ETF
0%
$0 
IWM iShares Russell 2000 ETF
0%
$0 
IWF iShares Russell 1000 Growth ETF
0%
$0 
IUSV iShares Core S&P U.S. Value ETF
0%
$0 
IWD iShares Russell 1000 Value ETF
0%
$0 
IVE ISHARES S&P 500 VALUE ETF
0%
$0 
IUSB iShares Core Universal USD Bond ETF
0%
$0 
JHPI John Hancock Preferred Income ETF
0%
$0 
JMOM JPMorgan U.S. Momentum Factor ETF
0%
$0 
IXUS iShares Core International Stock ETF
0%
$0 
JCPB JPMorgan Core Plus Bond ETF
0%
$0 
IWR iShares Russell Mid-Cap ETF
0%
$0 
IWP iShares Russell Mid-Cap Growth ETF
0%
$0 
IYG iShares U.S. Financial Services ETF
0%
$0 
IWS iShares Russell Mid-Cap Value ETF
0%
$0 
JVAL JPMorgan U.S. Value Factor ETF
0%
+$0.01 
JMUB JPMorgan Municipal Bond ETF
0%
$0 
LIT GLOBAL X LITHIUM & BATTERY T
0%
$0 
MBB iShares MBS ETF
0%
$0 
MDY SPDR S&P MidCap 400 ETF Trust
0%
$0 
MLPA Global X MLP ETF
0%
$0 
MTUM iShares MSCI USA Momentum Factor ETF
0%
$0 
NULG Nuveen ESG Large-Cap Growth ETF
0%
$0 
PDN Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
$0 
RSP Invesco S&P 500 Equal Weight ETF
0%
$0 
SCHC Schwab International Small-Cap Equity ETF
0%
$0 
SCHG Schwab U.S. Large-Cap Growth ETF
0%
$0 
SCHP Schwab U.S. TIPS ETF
0%
$0 
SDY SPDR S&P Dividend ETF
0%
$0 
SCHZ Schwab U.S. Aggregate Bond ETF
0%
$0 
SCZ iShares MSCI EAFE Small-Cap ETF
0%
$0 
SCHB Schwab U.S. Broad Market ETF
0%
$0 
SCHE Schwab Emerging Markets Equity ETF
0%
$0 
SCHV Schwab U.S. Large-Cap Value ETF
0%
$0 
SCHF Schwab International Equity ETF
0%
$0 
SCHH Schwab U.S. REIT ETF
0%
$0 
SCHX Schwab U.S. Large-Cap ETF
0%
$0 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
0%
$0 
SCHA Schwab U.S. Small-Cap ETF
0%
+$0.01 
SCHI Schwab 5-10 Year Corporate Bond ETF
0%
$0 
SCHO Schwab Short-Term U.S. Treasury ETF
0%
$0 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
0%
$0 
SPHQ Invesco S&P 500 Quality ETF
0%
$0 
SPCX Space Exploration Technologies Corp. Class A
0%
$0 
SPLV Invesco S&P 500 Low Volatility ETF
0%
$0 
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF
0%
$0 
SPRE SP Funds S&P Global REIT Sharia ETF
0%
$0 
TIP iShares TIPS Bond ETF
0%
$0 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VBR VANGUARD SMALL-CAP VALUE ETF
0%
$0 
VB Vanguard Small-Cap ETF
0%
$0 
VCSH Vanguard Short-Term Corporate Bond ETF
0%
$0 
VOO Vanguard S&P 500 ETF
0%
+$0.02 
VOE Vanguard Mid-Cap Value ETF
0%
-$0.01 
VNQI Vanguard Global ex-US Real Estate Index Fund
0%
$0 
VNQ Vanguard Real Estate ETF
0%
$0 
VIGI Vanguard International Dividend Appreciation Index Fund
0%
$0 
VO Vanguard Mid-Cap ETF
0%
$0 
VOOG Vanguard S&P 500 Growth ETF
0%
$0 
VXF Vanguard Extended Market ETF
0%
$0 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
VV Vanguard Large-Cap Index Fund ETF Shares
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
+$0.01 
VTV Vanguard Value ETF
0%
+$0.01 
VUG Vanguard Growth ETF
0%
$0 
VTEB Vanguard Tax-Exempt Bond ETF
0%
$0 
XAR SPDR S&P Aerospace & Defense ETF
0%
$0 
XLB Materials Select Sector SPDR Fund
0%
$0 
XLF Financial Select Sector SPDR Fund
0%
$0 
XLI Industrial Select Sector SPDR Fund
0%
$0 
XLU Utilities Select Sector SPDR Fund
0%
$0 
XLV Health Care Select Sector SPDR Fund
0%
$0 
ARCC Ares Capital Corporation
0%
$0 
NLOP Net Lease Office Properties.
0%
$0 
SPTE SP Funds S&P Global Technology ETF
0%
$0 
VPLS Vanguard Core-Plus Bond ETF
0%
-$0.1 
SPWO SP Funds S&P World (ex-US) ETF
0%
$0 
CPAY Corpay, Inc.
0%
$0 
FISV Fiserv, Inc.
0%
$0 
GEV GE Vernova Inc.
0%
$0 
QXO Qxo Inc.
0%
$0 
SW Smurfit WestRock PLC
0%
$0 
BTC Grayscale Bitcoin Mini Trust ETF
0%
$0 
IBO Impact Biomedical Inc.
0%
$0 
SMBS Schwab Mortgage-Backed Securities ETF
0%
$0 
VSDM Vanguard Short-Term Tax-Exempt Bond Fund
0%
$0 
VCRM Vanguard Core Tax-Exempt Bond Fund
0%
$0 
EOS Eaton Vance Enhanced Equity Income Fund II
0%
$0 
CHY Calamos Convertible and High Income Fund
0%
$0 
VTEL Vanguard Long-Term Tax-Exempt Bond Fund
0%
$0 
BLSH Bullish Inc.
0%
$0 
Q Qnity Electronics Inc.
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
MRSH Marsh & McLennan Companies, Inc.
0%
$0 
SUNB Sunbelt Rentals Holdings, Inc.
0%
$0 
BNY BlackRock New York Municipal Income Trust
0%
$0 VALW
VALWS
0%
$0 H591
H5919C104
0%
$0 G200
G2004J103
0%
$0 
FDXF FedEx Freight Holding Company Inc.
0%
$0 
HONA Honeywell Aerospace Inc.
0%
$0 
BKCH Global X Blockchain ETF
-84.92%
-$101,930.46 
MPWR Monolithic Power Systems, Inc.
-4.38%
-$312.3 
ANET Arista Networks, Inc.
-3.27%
-$577.92 
NEM Newmont Corporation
-3.1%
-$175.2 
MCK McKesson Corporation
-2.51%
-$154.28 
AMAT Applied Materials, Inc.
-2.48%
-$653.28 
COP ConocoPhillips
-2.18%
-$1,431.7 
SCVL Shoe Carnival Inc.
-2.17%
-$87.5 
FAST Fastenal Co.
-1.69%
-$84.48 
UNH UnitedHealth Group Incorporated
-1.61%
-$241.61 
ROST Ross Stores, Inc.
-1.32%
-$95.41 
GE General Electric Company
-1.28%
-$605.01 
RTO Rentokil Initial plc Sponsored ADR
-1.15%
-$5.04 
SLB Schlumberger Limited
-1.04%
-$200.75 
EXP Eagle Materials Inc.
-1.02%
-$21.6 
ACN Accenture plc Class A
-0.92%
-$52.8 
BDX Becton, Dickinson and Company
-0.88%
-$9.66 
BCIC BCP Investment Corporation
-0.78%
-$72 
TTE TotalEnergies SE
-0.74%
-$40.3 
DOV Dover Corporation
-0.68%
-$23.97 
IR Ingersoll Rand Inc.
-0.57%
-$14.88 
EW Edwards Lifesciences Corporation
-0.53%
-$10.29 
NVS Novartis AG Sponsored ADR
-0.39%
-$38.4 
BA Boeing Company
-0.38%
-$3.48 
NFG National Fuel Gas Company
-0.26%
-$4.62 
WMT Walmart Inc.
-0.25%
-$389.47 
BP BP p.l.c. Sponsored ADR
-0.23%
-$9.3 
VWO Vanguard FTSE Emerging Markets ETF
-0.12%
-$165.41 
BRK-B Berkshire Hathaway Inc.
-0.02%
-$108 
DIHP Dimensional International High Profitability Portfolio
-0.01%
-$9.91 
PCLG Polen Focus Growth ETF
0%
-$7.72 
COST Costco Wholesale Corporation
0%
-$0.16 
DFSU Dimensional US Sustainability Core 1 ETF
0%
-$1.28 
PKW Invesco BuyBack Achievers ETF
0%
-$2.09 Events
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Dividends
Dividend Analysis
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| Trades 1138 | Longs Won 816/1138 71% | Profit Factor 42.66 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $312,246.4 |
| Average Win $68,855.39 | Best Trade (Aug 26) $6.96M | Sharpe Ratio -14.85 |
| Average Loss -$4,090.52 | Worst Trade (Aug 18) -$102,503.32 | Z-Score 21.47 (100%) |
| Commissions $0 | Avg. Trade Length 6m 3w 2d | Expectancy $48,215.04 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 66,667 | 60,000 | 53,333 | 46,667 | 40,000 | 33,333 | 26,667 | 20,000 | 13,333 | 6,667 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 22 | $2,508 | $3,261.28 | - | $753.28 | 30.04% | 0.0 |
| AAL American Airlines Group Inc. | 585 | $6,283 | $8,810.1 | - | $2,527.1 | 40.22% | +0.871% |
| AAPL Apple Inc. | 5,073 | $1.28M | $1.55M | - | $270,162.78 | 21.13% | +0.996% |
| ABBV AbbVie Inc. | 119 | $25,881.02 | $29,602.44 | - | $3,721.42 | 14.38% | 0.0 |
| ABT Abbott Laboratories | 70 | $7,187 | $7,763.7 | - | $576.7 | 8.02% | 0.0 |
| ACN Accenture plc Class A | 32 | $6,345 | $5,711.68 | - | -$633.32 | -9.98% | -0.916% |
| ADBE Adobe Inc. | 19 | $4,619 | $4,916.25 | - | $297.25 | 6.44% | 0.0 |
| ADI Analog Devices, Inc. | 41 | $13,044 | $15,761.63 | - | $2,717.63 | 20.83% | 0.0 |
| ADM Archer-Daniels-Midland Co | 68 | $4,913 | $5,421.64 | - | $508.64 | 10.35% | 0.0 |
| ADP Automatic Data Processing Inc. | 21 | $4,267 | $5,655.93 | - | $1,388.93 | 32.55% | 0.0 |
| ADSK Autodesk, Inc. | 12 | $2,873 | $2,994.12 | - | $121.12 | 4.22% | 0.0 |
| AEE Ameren Corporation | 794 | $87,276 | $86,403.08 | - | -$872.92 | -1% | 0.0 |
| AEG Aegon N.V. | 109 | $791 | $1,024.6 | - | $233.6 | 29.53% | 0.0 |
| AER AerCap Holdings N.V. | 11 | $1,509 | $1,652.75 | - | $143.75 | 9.53% | 0.0 |
| AES AES Corporation | 87 | $1,226 | $1,279.77 | - | $53.77 | 4.39% | 0.0 |
| AFL Aflac Inc. | 26 | $2,852 | $3,138.98 | - | $286.98 | 10.06% | 0.0 |
| AGG iShares Core U.S. Aggregate Bond ETF | 25 | $2,475 | $2,435.75 | - | -$39.25 | -1.59% | 0.0 |
| AIG American International Group Inc. | 19 | $1,430 | $1,446.66 | - | $16.66 | 1.17% | 0.0 |
| AIZ Assurant Inc. | 14 | $3,049 | $3,935.68 | - | $886.68 | 29.08% | 0.0 |
| ALB Albemarle Corporation | 14 | $2,513 | $1,826.72 | - | -$686.28 | -27.31% | +1.667% |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Molly Wheeler?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional International Core Equity Market ETF - $806,845.54, Dimensional Core Fixed Income ETF - $458,255.71, Avantis International Equity ETF - $403,209.77, Advanced Micro Devices, Inc - $389,781.71, and Dimensional Short-Duration Fixed Income ETF - $346,929.63. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Qxo Inc - $25,467, Polen Focus Growth ETF - $25,129.86, McDonald's Corporation - $8,997.84, Vanguard S&P 500 Growth ETF - $8,697.19, and UnitedHealth Group Incorporated - $8,625.04. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Molly Wheeler's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.06M earned over time. The largest contributors to dividend income include Dimensional International Core Equity Market ETF - $806,845.54, Dimensional Core Fixed Income ETF - $458,255.71, Dimensional Short-Duration Fixed Income ETF - $346,929.63, Avantis International Equity ETF - $308,627.96, and Dimensional Emerging Markets Core Equity 2 ETF - $304,009.95. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Molly Wheeler's monthly returns?
Molly Wheeler's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Molly Wheeler's strategy be considered aggressive or moderate?
Molly Wheeler's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Molly Wheeler's strategy?
Molly Wheeler's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
